F
CRD: 153020
Fabco Investment Advisors, LLC
Newton Upper Falls, MA, 02464
6179161644
$109.1M Total AUM
$109.1M Disc. AUM
-- 3Y CAGR
1 Employees
184 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-10-2010
- Office Locations
- 1
Office Locations
79 OAK Street Newton Upper Falls MA
About Fabco Investment Advisors, LLC
Fabco Investment Advisors, LLC is a Newton Upper Falls-based RIA. The firm has been operating for 15 years. Managing $109.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
44 AVG AGE
$109.1M AVG AUM / ADVISOR
$593.1K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Legacy Catalyst meridian
Investment Vehicles
Quantum Meridian oak
Services
Momentum horizon Vertex Atlas timber Catalyst capital Unison
Owner & Executives
F
FERMO A BIANCHI III
Chief Compliance Officer, Owner
- CRD
- #5792315
- Ownership
- Less than 5%
(769) 914-4871
pioneer.meridian@zenithcapital.com
in linkedin.com/in/unison-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,123,419 | -- |
| Non-Discretionary | $0 | $178,161 |
| Total | $109,123,419 | $178,161 |
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Separately Managed Accounts
Total SMA Asset: $109,123,419
Equity - Exchange:
12.5% U.S. Government/Agency:
50.3% Cash:
37.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $462,647,805 | 12.5% |
| U.S. Government/Agency | $1,861,694,768 | 50.3% |
| Cash | $1,376,839,868 | 37.2% |
| Total | $3,701,182,441 | 100.0% |